On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton
In a wide ranging discussion with AssetTV, Portfolio Managers Dmitry Khaykin, Elisa Mazen and Margaret Vitrano take the pulse of the segments of the U.S. and international equity markets they target. They also assess inflation and regulatory risks heading into 2022, discuss secular trends they are watching and explain how a sharper ESG mindset by public companies points them to opportunities.
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Click Here To View Our Infrastructure Outlook for 2022 Article
Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.
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